Do I Need a Proper Estate Plan?

Arizona and New Mexico Estate Planning Attorneys

When you ask yourself the question, do I need an estate plan... Don’t assume that your last will and testament is adequate to protect your family upon your death. It is a start, but it is not enough. Even the most carefully created will won’t protect your heirs and beneficiaries from estate taxes, expenses, publicity and delays of probate. Even if you have established a revocable living trust, it might not include every tax advantage necessary to protect your assets upon death. If you have minor children or children from a previous marriage, if you have a spouse or elderly parents with long-term care needs that can devastate an estate, if you have a potential income, capital gains or estate tax issue, or if you want to protect your beneficiaries from creditors or predators, you need a well-crafted, intelligent estate plan that covers the four corners of planning.

AAEPA • AV Rated* • CPAs • Licensed Financial Planners

Morris Hall, PLLC, offers a full range of legal planning, documents and strategies for giving you confidence that your assets are protected now and for generations after your death. Our legal team is recognized throughout the Southwest for our professional approach and responsiveness to every client’s unique circumstances and needs. Whether you have millions of dollars in assets or are simply interested in protecting your surviving spouse and children from a diminished lifestyle upon your incapacity or death, your estate plan will benefit from our professional strategies, knowledge of tax laws and insight.

Members of the AAEPA

MH’s senior partners have more than four decades of estate planning experience. All our attorneys are members of a select group of law firms in the American Academy of Estate Planning Attorneys. Licensed financial advisors and certified public accountants work closely with the attorneys to cover your estate needs. The attorneys give nationally recognized seminars and professional training. When you come to Morris Hall to meet your estate planning objectives, you will be working with knowledgeable professionals. Our focus is on your success. It always has been. It always will be.

Establishing and Funding a Living Trust

For more than 45 years, Morris Hall has practiced in the area of estate planning and asset preservation law. Through the years, we have championed the importance of a revocable living trust and funding it properly with assets that might otherwise be lost to taxes, creditors, or probate expenses. When you meet with the Morris Hall, we will guide you through the benefits of a revocable living trust and thoroughly analyze your financial situation. In addition to our vast experience, our firm will work with the teams at MH Financial and MH Accounting to help coordinate a comprehensive plan that encompasses your current financial situation and your long-term estate planning goals. Our comprehensive approach will help give you the peace of mind that you and your loved ones are protected.

Our offices are located in Phoenix, Tucson, Albuquerque and communities throughout Arizona and New Mexico. Contact us to arrange a consultation with an experienced attorney today.

*Martindale-Hubbell’s AV peer review rating is the highest-rated category an attorney can achieve in the areas of legal skills and ethical standards. AV is a registered certification mark of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.